Leadership Team

Jeffrey A. Dunham

FOUNDER, CHAIRMAN, & CEO

Jeffrey A. Dunham is Chairman and CEO of Dunham & Associates.
Jeffrey began Dunham in 1985, with the belief that Sub-Advisers should be paid based on their ability to outperform their stated benchmark.
He has a B.S. from San Diego State University and FINRA Series 3, 4, 7, 24, 53, 63 and 65 registrations.
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Denise S. Iverson, CPA

CHIEF FINANCIAL OFFICER

Denise S. Iverson, CPA, is CFO for Dunham & Associates and Treasurer and Principal Financial Officer of the Dunham Funds.
With over 30 years of banking, financial, and executive management experience, Denise has been responsible for Dunham’s corporate finance and accounting since 1999.
Denise has a B.S. in Business Administration from San Diego State University and holds the FINRA Series 27 registration.
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Salvatore M. Capizzi

CHIEF SALES & MARKETING OFFICER

Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates.
Prior to joining Dunham in 2008, Sal developed BlackRock's retail distribution platform and substantially grew the complex during his eight-year tenure.
Sal received a B.A. from Baruch College and holds FINRA Series 6, 7, 22, 24, 63 and 65 registrations.
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Tamara B. Wendoll

CHIEF OPERATING OFFICER

Tamara B. Wendoll is Dunham & Associates' Chief Operating Officer. She also serves as Secretary and AML Officer of the Dunham Funds.
Prior to joining Dunham in 2008, Tammy received numerous awards, including the 2004 SIAA Financial Services Award, 2004 SIAA Publication/External: Financial Services Award, and others.
Tammy carries a B.A. from the University of California, San Diego, and an M.B.A. from the Wharton School of the University of Pennsylvania. She holds FINRA 4, 7, 24, 63, and 65 registrations.
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Joseph P. Kelly

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

Since 2013, Joseph P. Kelly has served as Dunham’s BSA/AML Compliance Officer. He is also CCO for the Dunham Funds.
Joe’s 15 years of financial services experience brings a wealth of knowledge as he manages Dunham’s legal, compliance, and risk management functions.
Joe earned a J.D. from Syracuse University College of Law and a B.S. from Xavier University. He holds FINRA Series 7 and 24 registrations.
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Erik Schlindwein

CLIENT SERVICES SUPERVISOR

Erik Schlindwein serves as Dunham & Associates’ Client Services Supervisor, where he has over a decade of experience in a variety of roles.
Erik gained industry experience by working closely with sell-side equity analysts, buy-side analysts and portfolio managers, and working as an accounting officer for a real estate title company. He originally joined Dunham in 2005.
He has a B.A. in International Business from San Diego State University and holds FINRA Series 7, 24, 63, and 66 registrations.
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Royce Gittings

SR. CLIENT SERVICES ASSOCIATE

Royce Gittings joined Dunham & Associates in 2003 as a Sr. Client Services Associates. He has built up more than two decades of experience in financial services.
Royce holds a B.A. in Psychology from San Diego State University and carries his FINRA Series 7, 63, and 65 registrations.
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Marianne Secreto

CLIENT SERVICES ASSOCIATE

Marianne Secreto is a Client Service Associate for Dunham & Associates. She has worked on both the advisory and direct side of business at an independent broker dealer, and joined Dunham in 2016.
Marianne has a B.A. in Economics from the State University of New York at Albany and holds her FINRA Series 7 and 66 registrations.
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Amy Gallego

RELATIONSHIP MANAGER

Amy Gallego is a Relationship Manager for Dunham & Associates’ Private Client Group. She began building a career in the financial services industry in 1997 and joined Dunham in 2015.
Amy has a B.A. in Public Administration from San Diego State University and holds her FINRA Series 7 and 66 registrations.
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Benjamin Lucas

RELATIONSHIP MANAGER

Benjamin Lucas joined Dunham & Associates in 2015 as a Relationship Manager for the Private Client Group.
He has a B.A. in Finance from Arizona State University and holds his FINRA Series 7 and 66 registrations.
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Welcome to the new Dunham Portal!

There are changes in how you access your account. Please select below which type of user you are for more information.

Current Web User

You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via customercare@dunham.com or at 800-442-4358 and we will reset your account.

New Web User

We invite you to register. You will need your social security number and date of birth.

Custom Account Holders

The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.

If you have any questions or need assistance, please contact Dunham Customer Care at 800-442-4358. We thank you for your commitment to Dunham.